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Quarterly Commentary
Market Outlook
Private Account Portfolios
Fundamental 'A' Wrap Composite
The Fundamental 'A' Portfolio is designed for aggressive investors seeking capital appreciation from a select group of companies across a broad capitalization range.
Large Cap Growth Wrap Composite
The Large Cap Growth Portfolio is designed for aggressive investors seeking capital appreciation from well-established large capitalization companies.
International Growth Wrap Composite
The Navellier International Growth Portfolio is designed to take advantage of the global economy while achieving long-term capital appreciation.
Small-to-Mid Growth Wrap Composite
The Small-to-Mid Growth Portfolio is designed for aggressive investors seeking maximum capital appreciation primarily from rapidly growing small-to-mid capitalization companies.
Mid Cap Growth Wrap Composite
The investment objective of the Navellier Mid Cap Growth Portfolio is to achieve the highest possible returns while minimizing risk.
All Cap Core Wrap Composite
The Navellier All Cap Core Portfolio is designed for aggressive investors and seeks to achieve the highest possible returns while minimizing risk.
The above equity management portfolios are domiciled at brokerage firms or banks. Please contact your financial consultant for information.
At Navellier, we are extremely proud of our 13 distinct equity management portfolios. Not only are these portfolios designed to outperform their respective stock market benchmarks, but we strive to achieve consistent returns without incurring any unnecessary volatility. Furthermore, when investors combine growth investing with value investing, typically the volatility and risk associated with their overall stock portfolios decline significantly.
We strongly encourage investors to "mix" our respective equity management portfolios in order to lower the volatility and reduce the risk of their overall stock portfolio. Please seek the advice of a professional investment consultant who can evaluate your risk and return parameters and determine how to properly allocate your investment portfolio utilizing these and other asset classes.